DUSB vs CRUX overlap
DUSB and CRUX overlap 1.1% by weight, across 4 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | DUSB | CRUX | Overlap |
|---|---|---|---|
| Heineken NV | 0.89% | 0.43% | 0.43% |
| Broadcom Inc. | 0.56% | 0.30% | 0.30% |
| Eaton Corp.ETN | 0.25% | 0.79% | 0.25% |
| ERAC USA Finance | 0.65% | 0.07% | 0.07% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: DUSB, SEC Form N-PORT, July 31, 2026; CRUX, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | DUSB | CRUX |
|---|---|---|
| LPL Financial LLC | $2.9M | $41.0M |
| Wells Fargo & Company | $2 | $21.1M |
| Envestnet Asset Management Inc. | $11.5M | $293K |
| Citadel Advisors LLC | $6.1M | $3.8M |
| Osaic Holdings, Inc. | $2.9M | $4.2M |
| Raymond James Financial Inc. | $4.7M | $1.2M |
| Farther Finance Advisors, LLC | $4.6M | $1K |
| Private Advisor Group, LLC | $436K | $3.6M |
| Commonwealth Equity Services, LLC | $692K | $3.2M |
| Royal Bank of Canada | $326K | $2.6M |
| JPMorgan Chase & Co | $2.3M | $500K |
| Fifth Third Bancorp | $220K | $561K |
| Creative Financial Designs Inc. | $222K | $150K |
| Morgan Stanley | $229K | $929 |
| Integrated Wealth Concepts LLC | $3K | $24K |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: DUSB institutional holders, CRUX institutional holders.
Frequently asked questions
How much do DUSB and CRUX overlap?
1.1% by weight, with 4 holdings in common, using holdings for DUSB as of July 31, 2026 and CRUX as of June 30, 2026. The largest shared position is Heineken NV.
Do institutions hold both DUSB and CRUX?
15 Form 13F filers report positions in both, out of 222 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.